As an administrator, you can view any open cases relating to employees, such as disciplinary action, grievances, or suspensions or make a note of something in relation to the employee.
To create a new case relating to one of your employees, follow the steps below:
Click Cases then click the + plus icon.
In the Employee list, select a relevant employee.
Enter a relevant summary.
In the Status list, select Open or Closed.
Enter any relevant comments or upload files relating to this case.
Click Save.
📌Note: To avoid any errors, ensure that you are adding the text manually and don't copy it from external sources.